Second Half Financial Partners, LLC: CAT position timeline

Second Half Financial Partners, LLC held 771 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 771 shares

   Change vs previous 13F -20 shares

   0.34% of the 13F portfolio, value $821,259.

   13F-HR 0001946654-26-000004 filed by Second Half Financial Partners, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 791 shares

   Change vs previous 13F +20 shares

   0.25% of the 13F portfolio, value $560,392.

   13F-HR 0001946654-26-000002 filed by Second Half Financial Partners, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 771 shares

   Change vs previous 13F 0 shares

   0.2% of the 13F portfolio, value $441,683.

   13F-HR 0001946654-26-000001 filed by Second Half Financial Partners, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 771 shares

   Change vs previous 13F -42 shares

   0.16% of the 13F portfolio, value $367,883.

   13F-HR 0001946654-25-000009 filed by Second Half Financial Partners, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 813 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $315,615.

   13F-HR 0001946654-25-000005 filed by Second Half Financial Partners, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).